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STXF

Strive 500 ETF

137 hedge funds and large institutions have $365M invested in Strive 500 ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 36

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 134137 (+3)

0.77% more ownership

Funds ownership: 36.79%37.56% (+0.77%)

3% less capital invested

Capital invested by funds: $374M → $365M (-$9.74M)

Holders
137
Holders Change
+3
Holders Change %
+2.24%
% of All Funds
1.69%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
17
Increased
58
Reduced
36
Closed
13
Calls
$424K
Puts
Net Calls
+$424K
Net Calls Change
+$424K
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
51
Thryve Wealth Management
Texas
$1,000K +$6.75K +154 +0.7%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$999K +$791K +18,039 +312%
ITIM
53
Indiana Trust & Investment Management
Indiana
$965K
EWP
54
Equity Wealth Partners
Missouri
$961K -$3.95K -90 -0.4%
EFG
55
Everhart Financial Group
Ohio
$875K -$117K -2,668 -11%
GFG
56
Grantvest Financial Group
New Jersey
$864K -$7.11K -162 -0.8%
BW
57
Balance Wealth
Ohio
$846K -$35.1K -801 -4%
PP
58
PDS Planning
Ohio
$819K +$12.9K +294 +2%
IAA
59
Independent Advisor Alliance
North Carolina
$818K +$855K +19,488 New
WCAMG
60
Woodard & Company Asset Management Group
North Carolina
$804K +$87.5K +1,996 +12%
POIA
61
Pin Oak Investment Advisors
Texas
$803K -$145K -3,306 -15%
GB
62
Goepper Burkhardt
South Carolina
$737K +$26.6K +607 +4%
SPIA
63
Steward Partners Investment Advisory
New York
$729K +$323K +7,356 +73%
IWM
64
Immaculate Wealth Management
Arizona
$728K +$761K +17,347 New
MFG
65
Merit Financial Group
Georgia
$715K +$748K +17,048 New
CPIG
66
Chicago Partners Investment Group
Illinois
$696K -$19.2K -437 -3%
PI
67
PFG Investments
New York
$647K +$82.3K +1,877 +14%
ASN
68
Advisory Services Network
Georgia
$632K -$8.77K -200 -1%
FFWM
69
Future Financial Wealth Management
Ohio
$628K -$95.2K -2,170 -14%
Jane Street
70
Jane Street
New York
$603K +$630K +14,371 New
AIM
71
Advyzon Investment Management
Illinois
$555K -$210K -4,793 -27%
SG
72
StoneX Group
New York
$551K -$1.55M -35,330 -73%
TC
73
Trilogy Capital
California
$516K +$570 +13 +0.1%
Morgan Stanley
74
Morgan Stanley
New York
$504K -$120K -2,736 -19%
FB
75
Fulton Bank
Pennsylvania
$504K

STXF Hedge Fund Activity: Q1 2026 in Review

137 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Strive 500 ETF (STXF) for Q1 2026, worth a combined $365M — down 2.6% from $374M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new STXF positions and 13 closed out — a net gain of 4 holders — while 58 added to existing stakes and 36 trimmed.

The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $7.27M. The largest seller was Goldman Sachs, cutting an estimated $4.56M.

  • 137 institutional investors held Strive 500 ETF (STXF) as of Q1 2026, up from 134 in Q4 2025.
  • Funds reported $365M of Strive 500 ETF stock for Q1 2026, down 2.6% quarter-over-quarter.
  • 17 funds opened new Strive 500 ETF positions in Q1 2026 and 13 closed out, a net change of +4 holders.
  • The largest Strive 500 ETF buyer in Q1 2026 was Foundations Investment Advisors, an estimated $7.27M added.
  • The largest Strive 500 ETF seller in Q1 2026 was Goldman Sachs, an estimated $4.56M sold.

Based on aggregated 13F filings for Q1 2026.